Andrew Doan
Financial Planner
- Role
- Financial Planner at Cetera Advisors Llc
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Andrew Doan
Planning the financial future with others is an ongoing process that can only be done with relationships that are centered on honesty and trust. As a CFP® professional, I put my client\'s interests first while we work together to accomplish their goals and wishes. I love what I do and I want every family I work with to know that I have a passion for helping them.331 Townepark Circle,#100Louisville, KY 40•••••28 Gagel Avenue Louisville, KY 40216
Experience
Financial Planner
Sep 2022 — Present · San Diego, CA, US
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity
Skills
- Financial Planning
- Customer Service
- Research
- Asset Management
- Financial Goals
- Team Leadership
- Retirement Income Strategies
- Retirement Solutions
- Microsoft Office
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